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I’m ready to tidy up our scattered follow-up routines and put them under one streamlined, automated roof. The immediate objective is to simplify and unify every step that happens after a lead first raises their hand—nurturing sequences, reminders, and the hand-off to sales—so that our marketing team spends less time clicking and more time creating value. Required stack • Zoho CRM is where all leads/customers live. • WATI handles WhatsApp messaging. • n8n and Zapier to be in place for integrations. Scope of work 1. Map the existing follow-up process end to end, highlighting overlaps or gaps. 2. Design and build automated workflows in Zoho (or the most appropriate combination of Zoho plus n8n/Zapier) that: – trigger from new or updated leads, – deliver personalised email and WhatsApp nurture messages via WATI, – update contact stages and deal records automatically, and – notify sales reps only when human intervention is actually needed. 3. Set up reporting dashboards so we can see performance at a glance—open rates, click-throughs, response time and conversion to qualified opportunity. 4. Provide clear documentation and a short hand-over session so my team can tweak or extend flows later. Acceptance criteria • Lead and deal data stay in sync across all systems with no duplicates. • All automated messages send with correct personalisation tokens. • A new lead can move from “cold” to “sales-ready” without manual touch until the flagged stage. • Reports update in near-real-time and can be exported. If you have a track record building similar nurture automations—especially inside Zoho or with n8n—let’s talk.
Project ID: 40188627
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9 freelancers are bidding on average ₹24,306 INR for this job

As an experienced web developer with a knack for automation and a solid background in customer relationship management (CRM), I am confident that I can not only meet, but exceed the requirements for this project. My proficiency in n8n and PHP, combined with my ability to utilize various integrations, makes me highly adept at streamlining workflows and creating intuitive systems that save time and effort. I've previously worked on designing and building similar nurture automations within Zoho CRM, proving my comprehension of the platform along with my grasp on automated messaging strategies. Moreover, stemming from my vast experience in PHP development, I can ensure that all your integrated systems are running smoothly and efficiently without duplicating any data. To give you an even better experience after the project ends, I'll document every aspect of the implemented workflows and conduct a thorough hand-over session with your team. This will allow anyone from your team to make tweaks or extend flows without any hiccups. I believe efficiency lies at the core of every successful business. Let's collaborate to bring an organized harmony to your marketing department by automating your CRM workflows in a way that lets you focus on what truly matters: creating value for your clients.
₹20,000 INR in 6 days
5.3
5.3

Hi, With plenty of experience in automating workflows and using tools like n8n and Zapier, I am confident that I’d be a great fit for your project. Having worked as a Full Stack Developer and Automation Expert for over 5 years, I have developed a knack for streamlining processes, eliminating gaps, and optimizing efficiency - exactly what you're looking for. Through integrating data from Zoho and n8n/Zapier, I will not only automate the tracking of essential KPIs like open rates, click-through rates, etc., but also provide detailed reports in near-real-time which will be easily exportable. Let's achieve unequivocal communication between your teams; improving efficiency is directly proportional to customer satisfaction and growth. Let's have a quick chat to discuss your project in details Warm regards Usama
₹22,000 INR in 3 days
0.0
0.0

With extensive experience in building scalable web and mobile applications for enterprises, I am confidently offering to automate your CRM & Marketing workflows. My primary goal is to simplify and unify every step of your follow-up process, giving your marketing team more time to focus on creating value. Specifically, I am well-versed with the Required Stack for this project including Zoho CRM, WATI for WhatsApp messaging, n8n and Zapier for integrations. As an AI automation enthusiast, I plan to leverage my skills in this area into developing tailored automated workflows that will trigger from new or updated leads, deliver personalised email and WhatsApp nurture messages via WATI, update contact stages and deal records automatically, and notify sales when human intervention is actually required. Furthermore, in line with your scope of work, I commit not only to set up such workflows but also ensure data sync across all systems without duplication and correct personalisation tokens. I will build reporting dashboards providing key metrics on open rates, click-throughs, response times thus giving you visibility into performance at a glance. To sum up my offer, I will provide comprehensive documentation along with a thorough handover session to ensure your team can tweak or extend flows later. Together we can build something powerful! Let’s talk!
₹25,000 INR in 7 days
0.0
0.0

I can streamline and fully automate your CRM and marketing workflows so your team spends less time on repetitive tasks and more on creating value. With experience in Zoho CRM, WATI, n8n, and Zapier, I specialize in mapping complex follow-up processes and turning them into seamless, automated flows. I’ll start by analyzing your current lead management and follow-up routines to identify overlaps, gaps, and optimization points. Then I’ll design workflows that trigger from new or updated leads, deliver personalized emails and WhatsApp messages, update deal stages automatically, and notify sales only when intervention is needed. Reporting dashboards will provide near-real-time metrics like open rates, click-throughs, and conversion to qualified opportunities. I’ll ensure all lead and deal data stay synced across systems without duplicates, all messages use correct personalization tokens, and new leads move from cold to sales-ready without manual effort until flagged. Clear documentation and a short handover will allow your team to tweak or extend flows easily. If you want a reliable, efficient, and future-proof automation setup that improves performance and reduces manual effort, I’m ready to make it happen.
₹21,000 INR in 7 days
0.0
0.0

Delhi, India
Member since Apr 16, 2023
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